Bank Statement PDF to Excel logo
Freemium

Bank Statement PDF to Excel

Convert bank statement PDFs, scans and photos to Excel, CSV, OFX, QBO or Tally XML, with running balance checks. 10 free pages a day, no account.

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Freemium
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About Bank Statement PDF to Excel

We built Bank Statement PDF to Excel for bookkeepers, accountants and small businesses who receive bank statements as PDFs and need the transactions in a spreadsheet or accounting system.You can upload a text PDF, a scanned PDF or a phone photo of a statement. The converter accepts PDF, JPG and PNG files up to 20 MB and 50 pages. Password-protected PDFs are unlocked in your browser, and the password is never sent to our server.The converter reads the table structure of the statement instead of relying on a fixed template for each bank. It extracts dates, descriptions, debits, credits and balances. It handles common Indian, US and UK layouts, including separate withdrawal and deposit columns, Dr/Cr balance suffixes and lakh number grouping.For rows that carry a balance, each running balance is checked against the previous row and the transaction amount. Any difference larger than 0.01 is highlighted, so you can review those rows before you rely on the export.You can download the result in several formats. Excel files use real date cells and number cells. CSV files are UTF-8 with a BOM, so they open cleanly in spreadsheet software. You can also export OFX, QBO for QuickBooks Web Connect, or Tally XML.The Tally export is built for TallyPrime users. It creates Payment vouchers for withdrawals and Receipt vouchers for deposits. You set your bank ledger, a default ledger such as Suspense, and optional narration rules that map keywords in the description to ledgers. The XML file is generated in your browser.There is also a receipt to Excel converter that puts each receipt on one row and checks the subtotal, tax and total.Pricing is simple. You get 10 free pages a day plus 5 receipts without creating an account. A one-time page pack costs $6.90 for 150 pages. Pro costs $12 a month for 500 pages and adds batch conversion of up to 20 statements into one Excel file. Pages that fail to convert are refunded automatically.
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